Financial Advice for Life’s Most Meaningful Decisions

CERTIFIED FINANCIAL PLANNER(™)|INVESTMENT ADVISORY REPRESENTATIVE|FIDUCIARY

Saving Money and Building Wealth Is Not Complicated

Have you ever gone on vacation and thought, “We should buy a ski house one day,” only to find yourself having the same conversation with your spouse 5 years later? Without a plan, our goals turn into pipe dreams.

For nearly two decades, John has advised emerging high-net-worth individuals and families, providing a refreshing alternative to traditional financial firms. We understand the strong emotional ties that people have to their finances and what those values represent.

Empathetic. Transparent. Accessible.

Offices in Concord, MA and Park Avenue, NYC

Not sure where to get started?

We have you covered! 
Download our Financial Planning Basics eBook.

Growth, Protection, Stability

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Save Time

We’ve mastered a process that saves busy families and professionals tons of time year after year. The process is painless and the time commitment is minimal.

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Trusted Advocate

We are there even when you can’t be. Your problems become our problems and we always have your best interest at heart.

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Confidence

We work with you and your investments in a truly transparent fashion every step of the way. We are available to our clients 24/7.

Our Team

We work closely with our clients to achieve financial goals and build the right foundation for their families’ future

LEARN MORE

JOHN CONTE

Certified Financial Planner(™)

CASSIE MAGRO

Head of Client Service

TARA JOHNSON

Marketing Director

Everything You Need for a Complete Financial Picture

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Investment Management
 

Making sure your portfolio is structured in-line with your time horizon and comfort with risk.

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Retirement Income Distribution

Retirement planning can be likened to climbing a mountain. We will climb the mountain with you, and help make sure you get back down, safely.

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Life Insurance
 

Our clients want to make sure that their bills are paid, the kids can go to college without a giant debt burden, even if they are no longer around.

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Estate Planning
 

Making sure financial wishes are met, when assets are passed to the next generation, and with the least amount of tax implications.

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Business Planning
 

Whether you’re thinking about launching a new business or planning to expand an existing one, we can help you create, grow and protect your business’s value.

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Comprehensive Financial Planning

Tying it all together, and seeing how each financial decision will affect other areas of the plan.

Securities and Investment Advisory Services offered exclusively through Hornor, Townsend, & Kent, LLC

Put Your Money To Work

Not sure where to start? Schedule a call with us and you’ll be on your way to a more secure and abundant future…

Let Us Take the Weight Off Your Shoulders

The topic of financial planning is anxiety inducing for most families. There are a million excuses not to get started, all of which generally boil down to not wanting to face reality; you’re behind, unprepared and the goals set years ago have not been addressed since.

At Oliver, we take shame, guilt and insecurity out of the equation. We put our clients at ease and take action on their behalf. We know that time is of the essence; the longer you wait to take action, the bigger your financial mountain is to climb.

We’ve been told that our discovery meeting is more like having a conversation with a friend.

Let Us Take the Weight Off Your Shoulders

The topic of financial planning is anxiety inducing for most families. There are a million excuses not to get started, all of which generally boil down to not wanting to face reality; you’re behind, unprepared and the goals set years ago have not been addressed since.

At Oliver, we take shame, guilt and insecurity out of the equation. We put our clients at ease and take action on their behalf. We know that time is of the essence; the longer you wait to take action, the bigger your financial mountain is to climb.

We’ve been told that our discovery meeting is more like having a conversation with a friend.

Our Process

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1. Discovery

The first meeting is the most important part of our process. Here, we take the time to learn about you, what you have done to this point, and your vision for the future.

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2. Recommendations

We use our software to analyze the data collected in the discovery meeting and put together a financial roadmap.

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3. Implementation

Should you choose to utilize our services, our team will help you set up your new accounts, and automate a savings plan.

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4. Ongoing Review

On a regular basis, we will review the plan, and track progress.

Our Core Values

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Empathy

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Honesty

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Integrity

Real people helping real people, by simplifying financial solutions.
Being advocates for young professionals and families.